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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.18B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.63B
3
Capital World Investors
3
Capital World Investors
California
$3.07B
4
GQG Partners
4
GQG Partners
Florida
$547M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$433M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.98B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.2B
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$380M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$40.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
926
Azzad Asset Management
Virginia
$225K +$225K +2,894 New
FA
927
Fiduciary Alliance
South Carolina
$223K +$223K +2,867 New
FLPIM
928
F.L. Putnam Investment Management
Massachusetts
$223K +$223K +2,857 New
SM
929
Sciencast Management
New Jersey
$222K +$222K +2,856 New
HGWM
930
Horst & Graben Wealth Management
Oregon
$222K +$222K +2,856 New
ST
931
Spinnaker Trust
Maine
$221K +$221K +2,837 New
EWA
932
Evolution Wealth Advisors
Florida
$219K +$219K +2,810 New
FPCP
933
Fort Point Capital Partners
California
$218K +$218K +2,804 New
VFA
934
Values First Advisors
Tennessee
$218K +$218K +2,804 New
KCM
935
Kathmere Capital Management
Pennsylvania
$217K +$217K +2,790 New
TCM
936
Triumph Capital Management
Colorado
$217K +$217K +2,786 New
SW
937
Solidarity Wealth
Utah
$217K -$869K -11,150 -80%
B
938
Bridgeworth
Alabama
$216K +$216K +2,773 New
FG
939
Fairman Group
Pennsylvania
$214K +$214K +2,750 New
FA
940
Fagan Associates
New York
$213K +$213K +2,730 New
GFPC
941
Global Financial Private Client
Florida
$211K – – –
YIA
942
YHB Investment Advisors
Connecticut
$211K +$211K +2,705 New
PFG
943
Prosperity Financial Group
California
$209K +$209K +2,680 New
PI
944
PFG Investments
New York
$208K +$208K +2,665 New
SEIA
945
Signature Estate & Investment Advisors
California
$207K +$207K +2,659 New
WKSWA
946
White Knight Strategic Wealth Advisors
New Jersey
$207K +$207K +2,655 New
WAM
947
WNY Asset Management
New York
$207K +$207K +2,653 New
JWBC
948
J.W. Burns & Co
New York
$206K +$206K +2,650 New
MA
949
MONECO Advisors
Connecticut
$206K +$206K +2,643 New
SCM
950
Sage Capital Management
New Jersey
$206K +$206K +2,640 New
36 37
38
39 40